Trinity Wealth Management, LLC - PA

Ready to plan your retirement with confidence? Join us for our Retirement Planning Today? classes! Whether you're looking to build your nest egg, protect your assets, or preserve your lifestyle, this course is perfect for you. ?? Class Dates: Thursdays, Sept 26 & Oct 3 | Penn State Great Valley Tuesdays, Oct 1 & Oct 8 | Penn State Great Valley Wednesdays, Oct 2 & Oct 9 | Owen J. Roberts High School Thursdays, Oct 10 & Oct 17 | Owen J. Roberts High School Wednesdays, Oct 16 & Oct 23 | Villanova University Tuesdays, Oct 22 & Oct 29 | Villanova University Classes run from 6:30-9:00 PM. Secure your spot today by registering below. Take control of your future, one class at a time! ?? #RetirementPlanning #FinancialEducation #TrinityWealth

Check out our feature in the November issue of County Lines Magazine, where Marjorie Wentz, AIF? shares a must-read Financial Planning Checklist for Generation X. ?? The article covers crucial topics like maximizing your retirement savings, managing debt wisely, and finding the balance between family responsibilities and your financial future. ?? Read the full article here: https://lnkd.in/eQ_-4dNv

We're excited to feature Kelly Catania, CFP? in our latest "Meet Your Advisor" blog! Kelly has been a fundamental part of the Trinity Wealth Management team since she joined us in May 2017. Learn more about her story, what drives her as an advisor, and a glimpse into her personal life! #MeetYourAdvisor #FinancialPlanning #WealthManagement #WealthAdvisor #TrinityWealth

Check out the second installment of our "Meet Your Advisor" series! In this feature, you’ll meet Marjorie Wentz, AIF?, one of our Senior Wealth Advisors. With a rich background in entrepreneurship and a passion for helping clients achieve financial confidence, Marjorie brings a unique perspective to our team. #MeetYourAdvisor #FinancialAdvisor #WealthManagement #Advisor #TrinityWealth

We’re proud to be one of the sponsors for Stronghold Leadership’s charity golf tournament on October 9th! This event is all about supporting veteran education and professional development, and we’re thrilled to be part of it alongside many amazing people. If you're free on October 9th - there’s still time to join. Check out their post for tickets and sponsorship availability! #Veterans #Education #Charity #Golf #StrongholdLeadership #TrinityWealth

As election season approaches, the financial markets often react with increased volatility. In our latest blog, we explore the relationship between election cycles and market behavior. Check out how to navigate potential market fluctuations and make informed investment decisions during these politically charged times. #Elections #FinancialPlanning #FinancialMarket #TrinityWealth

Congratulations to Justin on earning the Chartered Financial Consultant? (ChFC?) designation! This accomplishment further strengthens our team’s ability to provide top-tier wealth management services. We’re proud to have Justin as part of Trinity Wealth Management!

We’re hosting a series of RETIREMENT PLANNING TODAY? classes designed to help you (or someone you know) make the most of your retirement years! Whether it’s building your nest egg, protecting your assets, or preserving your lifestyle, this course offers practical, time-tested strategies. See all the details and register for a class by following the link below! #RetirementPlanningToday #FinancialCourses #WealthManagement #RetirementGoals #TrinityWealth

We’re excited to introduce a new blog series called "Meet Your Advisor." Each will feature a Q&A with a member of our team, giving an inside look at the professionals dedicated to guiding our clients on their financial journeys. We’re kicking off the series with Trinity Wealth Management's President and Senior Wealth Advisor, J. Charles Mann, CFP?, CRPC?. In this installment, Charlie reflects on his journey, the moments that have shaped his career, and what drives him in his work. We look forward to sharing more about our team in the coming months! #MeetYourAdvisor #FinancialPlanning #QandA #TrinityWealth

Did you miss our webinar yesterday? No worries - we've got another one coming up! ?? Join us for an interactive webinar next Tuesday at 3:00 PM as part of our TWM Education Series! Date & Time : Thursday, August 13th,3:00 PM - 3:30 PM During this session, we will cover: ?? Market Outlook and Investment Strategies for the remainder of 2024 ?? Best Practices for Optimizing Your 401(k) Contributions and Allocations ?? TWM Education Series: The Tax Cuts and Jobs Act (TCJA): Strategic Planning Before 2026 ? Q&A Session to Address Your Specific Questions Learn more and register below! We look forward to seeing you there! #Webinar #FinancialPlanning #InvestmentStrategies #401k #TCJA #TrinityWealth